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Progeny News & Information:
New ProgenyES Certified Release: Version 10.03.01.23 is here! ... Release Notes
Redesigned: ProgenyES has been rebuilt from the ground up, request an online demo today!
Tribal Data Resources, Inc.(TDR) celebrating 40 years in business.
Advanced Family Tree Builder
Discover new ways to produce your Family Tree.
Multi-generation display: 3, 5 and All.
Provide members with standard and custom Family Tree reports.
Family Tree Builder displays family members in a multi‐generational tree format and direct record access.
Create and Display Endless Multi-Generation Display
Improved Data Entry
Collect full membership information and history.
Calculate Blood Degree.
Scan documents, export and import PDF function.
Add Photos, Blood Quantum, DOB, Addresses, Age, Gender, Ethnicity, Linage, Custom User Defined FIelds and much more!
Keeping your membership information up-to-date
Report Builder & Enhanced Mapping
Create Custom Reports.
New Mapping provided by CartoType and OpenStreetMaps.org
Save Custom Reports to the Open Library.
Build Custom Reports, Produce full maps, and quickly and easily open saved custom reports from the Open Library.
Building Stronger Memberships
Identification Cards
New and Improved Card Layout Editor.
Card Options for Quick Modification.
Full ID Card Print History.
Design your own personalized ID card with the new Card Layout Editor. Produce Enhanced Tribal Card or WHTI compliant.
Define your Organization, Create a Stronger ID
  • Advanced Family Tree Builder Create and Display Endless Multi-Generation Display
  • Improved Data Entry Keeping your membership information up-to-date
  • Report Builder & Enhanced Mapping Building Stronger Memberships
  • Identification Cards Define your Organization, Create a Stronger ID

Release Notes for ProgenyES 10.03.01.23

General Release Notes

Document Categories and Folders

ProgenyES now supports categorization and folder hierarchies for documents. This feature allows users to organize documents into custom folders, streamlining workflows and enabling filtering by specific categories.

Active Directory Account Enforcement

Active Directory (AD) accounts linked to user logins can now be used to control access. This feature ensures that only authorized users can log in while a specific AD account is active on Windows, providing an extra layer of security.

Linked Individual UDF

Users can now link individual records to other individual records through user-definable fields (UDFs).

Image Capture Improvements

The image capture process has been optimized to reduce device scanning and checking, improving workflow efficiency, especially for systems with multiple devices.

Printer Handling Improvements

The printer caching and handling process has been refined, minimizing device scanning and checking, thus enhancing the experience of creating reports and printing cards.

Additional General Improvements

The entire software has undergone a thorough review to enhance its effectiveness and reliability.

Detailed Release Notes

Version 10.3.1 (2023-05-20)

  • Linked Individual UDF:

    • Added linked individual UDF
    • Enhanced security for linked individual UDF
  • Payment Module:

    • Support for adjusting field placements on checks
    • Added 4 extra customizable fields (hidden by default)
    • Improved support for adjusting field placements
    • Added 6 more customizable fields (hidden by default)
    • Default size adjustment for the large check number
    • Show borders feature for diagnosing placement issues
  • Image Capture:

    • Revised device handling, loading list only when necessary
  • Fixes and Enhancements:

    • Fixed issues with distance from filter dialog
    • Updated to convert idcard type to member type in card definitions
    • Removed Record Change report from installer
    • Added Custom Report Type to Database Setup
    • Fixed single check from Data Entry
    • Updated Custom Report parcel and share single line display with %
    • Fixed display issue with WHTI cards status
    • Added checkbox to disable BIA rep date on BIA 4432
    • Updated photo and signature export to exclude problematic commas
    • Locked records blocked from family tree addition through FTB
    • Added delay loading for printer capabilities
    • Hotkeys for zoom in/out in family tree builder
    • Enabled map pushpin dragging at any elevation
    • Added bindings for various tribal blood levels in custom reports
    • Enforced Active Directory account matching
    • Introduced document categories and folders
    • Fixed issues with household and structure document folders
    • Enabled selection of filename/path for photo/signature/document export
    • Fixed Blood Quantum filtering by Primary Tribe
    • Added Upload Log feature in the About window
    • Reduced DirectShow preview size
    • Added debugging output for DirectShow preview setup
    • Updated About window credits
    • Added note display for Affiliations
    • Expanded document folder selection for quick access
    • Removed Change Notes from report builder
    • Fixed individual search showing pds tabs
    • Corrected report builder filter for primary culture
    • Set minimum payment history date
    • Notification for unavailable image capture devices
    • Supported 17 generations of blood quantum granularity
    • Fixed issues with device disconnection during selection
    • Resolved crash when document wasn't assigned a folder
    • Prevented saving of dragged photos into read-only records
    • Export/merge now includes document categories and folders
    • Fixed long alternate names not saving in audits
    • Updated About window credits
    • Disabled drag and drop for read-only individual documents
    • Corrected blood quantum % report builder output/filter

General Release Notes:

Audit System: ProgenyES has been updated with an all-inclusive audit system. From 10.2 and onward all record changes are now automatically fully notated for ease of creating a complete audit trail.

Security Notifications: Email notifications for significant security events can now be configured through ProgenyES. Email specific users whenever changes are made to security for categories such as User modification, Failed login, Rights modification. Simple configuration with any email client supporting SMTP.

Additional Security Features: Several smaller but useful security features have been added as well. An admin can now configure the login timeout for all users, automatic account lockout on multiple failed logins, and automatic account locking for extended inactivity.

The message of the Day: A message screen can now be configured to appear when ProgenyES is started. Notify enrollment staff of significant events, new policies, or important security changes.

Additional General Improvements: Additionally, the entire software has had a thorough review in our efforts to make ProgenyES as effective and reliable as possible.

Release Note Details:

10.1.0 (2021-09-9)

  • Fixed removing unused card definitions
  • Fixed exporting pending card designs
  • Fixed the new Password Log table being incorrectly set up
  • Fixed structure modify by not being set
  • Fixed BIA payment plugin check print amount formatting
  • Removed outdated About window entries
  • Updated login lockout to default to disabled
  • Fixed failed login of the unassigned user causing a crash when notifications enabled
  • Updated the group removed notification to list affected users
  • Fixed export/merge with a deceased record not included with relations
  • Fixed payment module running with partial withholdings not correctly applying withholdings
  • Fixed payment module with significant missing payees failing
  • Added a scroll bar to the security options
  • Added a timeout override to securities
  • Updated BIA mode to enforce US SSN format
  • Updated Audit in report builder to be secured to the audit right
  • Added audit access to specific user ins/outs in Security->User
  • Added notification event for failed login
  • Fixed moving a user from/to unassigned with notifications enabled
  • Updated the data transfer options to not have an include security checkbox
  • Improved export/merge handling of security and relation records
  • Added a scroll bar to the connection window
  • Fixed BIA Payment module check print not logging totals
  • Added double-click to edit payment history
  • Added payment type and reference number to payment history display
  • Fixed geo-code/geo-fence not adding audit information
  • Fixed importing payment history from BIA/payment module including audit info
  • Disabled audit for payment and BIA payment records
  • Fixed payment and bia payment database creation
  • Fixed departments disappearing until application restarted when removing and canceling
  • Fixed right check for upgrading user DBS
  • Updated to apply the Address Management right to the Edit Address button in Data Entry
  • Fixed setting default record access
  • Fixed report builder filter by audit table name
  • Fixed report builder filter by audit column name
  • Fixed add/edit/removing spouse
  • Added an upgrade to step to move legacy record change info to the new audit system in a fake column
  • Updated to prevent accepting department changes without a department selected
  • Updated signature dialog to default to edit when given a valid signature
  • Fixed User Category upgrade logic
  • Added Ctrl + S saving to Database Setup
  • Fixed export and merge
  • Fixed setting database-specific security (tabs)
  • Fixed setting database security
  • Fixed moving library items to other folders
  • Fixed row description generation when the same table is joined multiple times
  • Added security notifications for group events
  • Fixed newly created accounts not having their lock status initialized correctly
  • Updated MOTD Header to Message of the Day
  • Added Locked column to users edit
  • Updated audit dialog to sort in descending date order
  • Updated Sokaogon Chippewa
  • Updated to filter drag-drop for logo
  • Updated to filter drag-drop for photo
  • Updated to filter drag-drop for document
  • Fixed scroll bar for profile report options
  • Fixed to not check for devices when editing documents
  • Fixed upgrade/validation for max length columns
  • Fixed crash due to null properties in recordset sorting  
  • Updated CTE and CIB signature section to keep together
  • Fixed CTE and CIB name/title out of order
  • Fixed Profile Report header alignment
  • Updated address editing to keep the state if possible when changing countries
  • Updated to install progeny 10.exe.config for .net compatibility resolution
  • Updated to clear the signature pad upon exiting signature capture
  • Updated image filtering to treat no filters selected as Any
  • Fixed closing data entry causing crashes
  • Added check/uncheck all to profile report options
  • Added PDF 417 support to Database Setup, Card History, and CLE
  • Fixed Family Style 1 all blood option showing non-native
  • Fixed Family Style 2 all blood option showing non-native
  • Fixed All Tribe blood to only use CFN and AIAN
  • Updated Affidavit 2 To field to be an option
  • Updated hovering over document line item to show a tooltip with the description
  • Updated to not check for capture devices when editing documents
  • Fixed BirthYear report builder output causing issues for some queries
  • Updated DirectShow preview code
  • Added audit dialog for security, database setup, and addresses
  • Added right for audit
  • Fixed System Settings not saving
  • Added inactive account lockout options and enforcement
  • Added an upgrade step to correct old Country entries for USA
  • Fixed installer to show the correct version
  • Added report builder security for quantum %
  • Fixed voting county typo in custom reports bindings
  • Fixed sorting blood quantum in the report builder summary
  • Added AIAN ethnicity to master list
  • Updated to support updating association-less ethnicities
  • Added row description field to table audit
  • Updated to store row descriptions in the audit data
  • Updated report builder for the new row description field
  • Fixed audit ids for several recordsets
  • Added missing audit ID to library folder
  • Added audit support to report builder
  • Made fixes to system DB upgrading
  • Made fixes to user DB upgrading
  • Added Security Options dialog
  • Added login lockout option
  • Added SMTP configuration options
  • Added notification account linking
  • Added notification event selection
  • Added email field to user accounts
  • Added basic text notification for Password Configuration modification
  • Added basic text notification for Security Option modification
  • Added basic text notification for User Account modification (add/edit/remove/unlock)
  • Added basic text notification for User Account Lock
  • Added basic text notification for Right modification
  • Fixed upgrading from 10.0.2 to the latest
  • Fixed issues with the upgrade process
  • Added message of the day (MOTD) editor
  • Added basic theme for Color Picker
  • Added view for MOTD
  • Added security for MOTD
  • Added persistence for MOTD
  • Fixed creating new system database
  • Fixed creating a new user database
  • Fixed adding structure to individual causing crash
  • Fixed photos not saving/loading
  • Fixed signatures not saving/loading
  • Fixed parcels not saving when updated
  • Fixed shares not saving when updated
  • Fixed upgrading directly from 10.0 to the latest
  • Fixed certain system database upgrade scenarios incorrectly not causing loading to fail
  • Revised database upgrading to use schema stored in the application

Added preliminary revised audit system.

General Release Notes:

MFA: ProgenyES has been updated to support multi-factor authentication using TOTP.

Primary and Secondary Authorized Signatures: Authorized signatures may now be specified as primary or secondary and selected as such on reports to ease the transition in ProgenyES when authorizing individuals change.

Fast Card Preview: Card design has been dramatically streamlined by allowing a card design to be previewed directly through the card designer.

Improved Password Security: ProgenyES passwords have been updated to use a more secure and scalable hash to ensure passwords continue to be secure as computing hardware and cracking techniques/technology progress.

Additional General Improvements: Additionally, the entire software has had a thorough review in our efforts to make ProgenyES as effective and reliable as possible.

Release Note Details:

10.3.0 (2023-8-1)

  • Added TOTP support
  • Added Primary/Secondary Authorized Signature support
  • Fixed audit not being logged
  • Fixed issue with upgrading from 10.0 to 10.3
  • Added TOTP support to locked dialog
  • Fixed locked dialog only showing once per run
  • Fixed OST Verification not showing address line 1, 2, and zip
  • Fixed id card text calculation
  • Updated to use the latest pdfium
  • Fixed address zip handling for non-US countries
  • Updated to display country for non-US countries
  • Fixed address zip handling for non-US countries

General Release Notes:

Back-end Unification:  The back-end of Progeny has been re-designed to meet a unified back-end specification for Progeny and PDS. Going forward all major/minor matching versions of Progeny and PDS will be able to utilize the exact same databases and will be able to seamlessly export and merge data from one to the other.

Filestream Support:  As part of the new back-end specification, Progeny’s heavyweight image containing tables have been updated to support SQL Server Filestream columns. This dramatically improves database performance and allows clients to stay on express versions for longer, as large images are no-longer counted against the size of the database for licensing purposes.

PDF Support:  PDF support has been added for preview, and reporting for individual documents.

Default Record Access:  The Default Record Access feature from version 9 has been re-added. This allows record access to be automatically set when new records are created on a per-user account basis.

Database Access:  The Database Access feature from version 9 has been re-added. This allows databases to be secured on a per-user account basis.

Additional General Improvements:  Besides the obvious changes, the entire software has had a thorough review in our efforts to make ProgenyES as effective and reliable as possible.

 

Release Note Details:

10.1.0 (2019-07-19)

  • Fixed a crash bug with Canada mode opening records
  • Fixed localization for several data entry fields
  • Added missing values to the Indian Status drop-down
  • Fixed localization issues for Canada mode
  • Added user database upgrade logic for unified back-end
  • Added system database upgrade logic for unified back-end                                                   
  • Merged DmgData and ProgenyData into CommonData
  • Migrated EventsData into CommonData
  • Updated Progeny exec for back-end update
  • Updated Progeny plugins for back-end update
  • Fixed an error with WHTI card handling                                                                                                       
  • Added filestream support
  • Fixed showing size for large document maintenance                                                                                             
  • Updated DTS
  • Updated the export and merge logic for compatibility with the new process
  • Added default record access
  • Added database access
  • Added PDF support to Document capture, display and report